Private Individuals
Effective legacy and succession planning goes beyond estate planning. At CAPTA Fiduciary, we provide bespoke fiduciary solutions designed to help individuals and families preserve, protect, and grow wealth across generations.
What We Offer
A holistic range of fiduciary services for individuals and families.
Will Drafting & Review Services
Professional will drafting and executorship services to ensure your wishes remain current, compliant, and protected.
Estate Planning
Cross-border estate planning solutions focused on wealth structuring, asset protection, liquidity planning, succession planning, and tax efficiency across jurisdictions.
Trust Services
Trusts are one of the most flexible and tax-effective vehicles for estate structuring. We provide local and offshore trust structuring and administration solutions designed to protect assets and preserve wealth.
Executorship & Deceased Estate Administration
Efficient deceased estate administration and beneficiary support, leveraging our relationships with the Master of the High Court and SARS, including estates where no executor was nominated or no Will exists.
Tax Advice & Planning
Local and international tax advisory and compliance solutions covering income tax, capital gains tax, estate duty, donations tax, and offshore reporting.
Wealth & Investment Management
Integrated local and offshore wealth management solutions focused on protecting and growing your wealth over the long term.
Get Started
Let us help protect your legacy.
Contact us today to discuss your individual fiduciary and estate planning needs.